Creative Financial Designs’s Invesco Total Return Bond ETF GTO Stock Holding History

Creative Financial Designs’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2K	Hold	430	–	–	﹤0.01%	1292
2026 Q1	$20.1K	Hold	430	–	–	﹤0.01%	1203
2025 Q4	$20.4K	Hold	430	–	–	﹤0.01%	1148
2025 Q3	$20.4K	Hold	430	–	–	﹤0.01%	1139
2025 Q2	$20.2K	Hold	430	–	–	﹤0.01%	1134
2025 Q1	$20.2K	Buy	+430	New	+$20.1K	﹤0.01%	1088

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Creative Financial Designs's GTO Position: Q2 2026 in Review

Creative Financial Designs held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2026 at 430 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Creative Financial Designs first reported a position in GTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.4K in Q3 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Creative Financial Designs held 430 shares of Invesco Total Return Bond ETF worth $20.2K as of Q2 2026.
Creative Financial Designs left its Invesco Total Return Bond ETF share count unchanged in Q2 2026.
Invesco Total Return Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1292 holding.
Creative Financial Designs first reported a position in Invesco Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's Invesco Total Return Bond ETF position peaked at $20.4K in Q3 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.